See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,038 | $113,339-94.7% | $94,993-93.6% | $147,584-95.9% |
| Participation rate | 90.9% | 78.0%+12.9pp | 73.9%+17.0pp | 82.8%+8.1pp |
| Annual return | 38.81% | 20.77%+18.0pp | 27.12%+11.7pp | 578.55%-539.7pp |
| Employer contribution / active EE | $1,844 | $3,160-41.6% | $2,603-29.2% | $4,876-62.2% |
| Participant deferral / active EE | $2,945 | $3,777-22.0% | $3,317-11.2% | $5,439-45.9% |
| Admin fee / account holder | $7 | $6,063-99.9% | $4,960-99.9% | $10,885-99.9% |